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Compare Motilal Oswal Midcap Fund vs Quant Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹500 | ₹1000 |
Expense Ratio | 1.57 | 1.77 |
NAV | ₹94.53 | ₹213.76 |
Fund Started | 03 Feb 2014 | 12 Feb 2001 |
Fund Size | ₹26028.34 Cr | ₹8355.95 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days.
| Exit load of 0.50% if redeemed within 3 months. |
Risk
Very High
Very High
Rating
5.0
4.0
Min SIP Amount
₹500
₹1000
Expense Ratio
1.57
1.77
NAV
₹94.53
₹213.76
Fund Started
03 Feb 2014
12 Feb 2001
Fund Size
₹26028.34 Cr
₹8355.95 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.50% if redeemed within 3 months.
Returns
1 Year | 14.90% | -3.32% |
3 Year | 26.97% | 18.63% |
5 Year | 36.83% | 34.10% |
1 Year
14.90%
-3.32%
3 Year
26.97%
18.63%
5 Year
36.83%
34.10%
Holding Analysis
Equity | 68.04% | 91.00% |
Cash | 13.51% | 5.75% |
Equity
68.04%
91.00%
Cash
13.51%
5.75%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.53% |
Kalyan Jewellers India Ltd. | 7.18% |
Polycab India Ltd. | 4.40% |
Trent Ltd. | 4.37% |
Max Healthcare Institute Ltd. | 4.20% |
One97 Communications Ltd. | 3.73% |
Dixon Technologies (India) Ltd. | 3.72% |
Bharti Hexacom Ltd. | 3.66% |
Kei Industries Ltd. | 2.78% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.95% |
Aurobindo Pharma Ltd. | 8.29% |
IRB Infrastructure Developers Ltd. | 6.91% |
Container Corporation Of India Ltd. | 6.77% |
Marico Ltd. | 6.24% |
Tata Communications Ltd. | 5.74% |
Lloyds Metals & Energy Ltd. | 5.66% |
ITC Ltd. | 4.80% |
Linde India Ltd. | 3.59% |
Bharat Forge Ltd. | 3.34% |
Fund Manager
Name | Ajay Khandelwal | Ankit A Pande |
Start Date | 16 Dec 2021 | 22 Aug 2023 |
Name
Ajay Khandelwal
Ankit A Pande
Start Date
16 Dec 2021
22 Aug 2023
About Fund
Description | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. | The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies. |
Launch Date | 03 Feb 2014 | 12 Feb 2001 |
Description
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
Launch Date
03 Feb 2014
12 Feb 2001